生成式AI的“三元竞争”和竞争问题

The"Triple Competition"and Competition Problems of Generative AI

作为一种新的技术,生成式AI的兴起既带来了很多全新的机遇,也带来了很多全新的问题。具体到竞争领域,生成式AI不仅会带来新的市场力量来源,还会催生出很多新的垄断行为,为了应对这些问题,就必须对生成式AI市场的竞争规律有充分的了解。本文首先对生成式AI的竞争本质进行了归纳,指出这个市场的竞争其实是围绕着模型、数据和算力展开的“三元竞争”。在此基础上,本文进一步分析了这三方面因素究竟如何为企业带来了市场力量,又可能带来哪些竞争问题。最后,本文还对如何应对生成式AI造成的问题提出了一些可行的思路。

As a new technology,the rise of generative AI has brought many new opportunities as well as many new problems.Specifically in the field of competition,generative AI not only brings new sources of market power,but also spawns many new monopolistic behaviors.To address these issues,it is necessary to have a full understanding of the competitive laws of the generative AI market.This article first summarizes the competitive essence of generative AI,pointing out that the competition in this market is actually a"triple competition"around models,data,and computing power.On this basis,this article further analyzes how these three factors have brought market power to enterprises and what competitive problems they may bring.Finally,this article also proposes some feasible ideas on how to deal with the problems caused by generative AI.